HI
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Horizon Investments’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Horizon Investments’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Sell
144,934
-192,103
-57% -$16.9M 0.14% 123
2025
Q4 		$29.4M Buy
337,037
+259,806
+336% +$23.2M 0.37% 46
2025
Q3 		$6.85M Sell
77,231
-360,576
-82% -$31.5M 0.09% 186
2025
Q2 		$38.3M Buy
437,807
+271,920
+164% +$23.7M 0.61% 24
2025
Q1 		$15M Buy
165,887
+654
+0.4% +$58.2K 0.45% 38
2024
Q4 		$14.4M Buy
165,233
+79,259
+92% +$7.3M 0.41% 38
2024
Q3 		$8.38M Buy
85,974
+3,670
+4% +$354K 0.22% 48
2024
Q2 		$7.5M Sell
82,304
-23,452
-22% -$2.14M 0.21% 54
2024
Q1 		$9.94M Sell
105,756
-17,794
-14% -$1.68M 0.26% 55
2023
Q4 		$12.2M Buy
123,550
+120,218
+3,608% +$10.9M 0.34% 43
2023
Q3 		$294K Buy
3,332
+2,127
+177% +$204K 0.01% 414
2023
Q2 		$123K Sell
1,205
-356
-23% -$36.9K ﹤0.01% 595
2023
Q1 		$165K Sell
1,561
-1,049
-40% -$110K ﹤0.01% 551
2022
Q4 		$259K Buy
+2,610
New +$263K 0.01% 485
2022
Q1 		– Sell
-4,578
Closed -$678K – 532
2021
Q4 		$678K Buy
4,578
+2,896
+172% +$427K 0.02% 274
2021
Q3 		$242K Buy
+1,682
New +$250K 0.01% 434
2020
Q4 		– Sell
-201,934
Closed -$32.9M – 370
2020
Q3 		$32.9M Sell
201,934
-412,899
-67% -$68.5M 1.17% 19
2020
Q2 		$101M Buy
614,833
+416,273
+210% +$68.5M 2.48% 9
2020
Q1 		$32.7M Buy
198,560
+131,084
+194% +$19.5M 1.59% 11
2019
Q4 		$9.14M Buy
67,476
+22,166
+49% +$3.09M 0.4% 36
2019
Q3 		$6.46M Buy
+45,310
New +$6.3M 0.26% 40
2016
Q3 		– Sell
-5,036
Closed -$700K – 149
2016
Q2 		$700K Buy
5,036
+548
+12% +$72.3K 0.05% 69
2016
Q1 		$586K Buy
+4,488
New +$575K 0.05% 64
2015
Q2 		– Sell
-2,401
Closed -$314K – 122
2015
Q1 		$314K Sell
2,401
-73,748
-97% -$9.63M 0.03% 69
2014
Q4 		$9.59M Buy
+76,149
New +$9.23M 0.97% 18
2014
Q2 		– Sell
-68,700
Closed -$7.5M – 124
2014
Q1 		$7.5M Buy
+68,700
New +$7.33M 0.97% 19

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments's TLT Position: Q1 2026 in Review

Horizon Investments reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 57% in Q1 2026, selling an estimated $16.9M and leaving 144,934 shares worth $12.5M. The position accounts for 0.14% of the portfolio, ranked #123.

Horizon Investments first reported a position in TLT in Q1 2014 and has held it in 26 quarters since. The position peaked at $101M in Q2 2020. 1,090 funds tracked by Wall St. Rank hold TLT as of Q1 2026.

  • Horizon Investments held 144,934 shares of iShares 20+ Year Treasury Bond ETF worth $12.5M as of Q1 2026.
  • Horizon Investments sold 192,103 iShares 20+ Year Treasury Bond ETF shares in Q1 2026, an estimated $16.9M.
  • iShares 20+ Year Treasury Bond ETF made up 0.14% of Horizon Investments's portfolio in Q1 2026, its #123 holding.
  • Horizon Investments first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 26 quarters since.
  • Horizon Investments's iShares 20+ Year Treasury Bond ETF position peaked at $101M in Q2 2020.
  • 1,090 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.